
Crypto: Active Management Takes Back the Power! How to Do It?
Last week, we sent out a message of caution on the crypto market: “Slow down, while everyone else speeds up.” That reminder rings especially true today. Despite a euphoric mood in the sector, the market remains demanding, and active management is more crucial than ever.
Federal Reserve, publications, and macro: a tense summer
This evening, the U.S. Federal Reserve will announce its policy rate decision. Markets were hoping for three rate cuts in 2025; there will ultimately be only two. The reason is simple: U.S. inflation is still high, the economy remains resilient, and the Fed can't afford to let down its guard too quickly. Jerome Powell’s speech at 8:30 pm will be scrutinized worldwide.
Before that, several key indicators will set the pace for the session:
- Q2 US GDP (first estimate) at 2:30 pm
- ADP survey at 2:15 pm
- NFP employment data on Friday
All this data will generate volatility, and market reactions will largely depend on the Fed’s ability to reassure or not.
Add to this earnings season, with Meta tonight, then Apple and Amazon tomorrow: the mimicry effect between equities and crypto markets is in full swing. Investors are watching all “risk assets.”
Bitcoin and Ether: Surface stability, but everything is getting ready
Bitcoin continues to consolidate around its all-time highs, close to $120,000. No clear direction, but remarkable strength. Ether, on the other hand, is showing a much more constructive dynamic. After a long period of underperformance, Ether is gaining ground over Bitcoin, posting higher lows and renewed relative strength.
The famous “altseason” – where the majority of altcoins outperform Bitcoin – has yet to start. Only a few rare altcoins are managing to stand out. For now, as long as Bitcoin doesn’t hit new records, caution remains the watchword for most alts.
Strategy: manage actively, prepare for opportunities
The underlying trend remains bullish, but with no sign of overheating. In the long term, the timing for an upside window around July 14th has been confirmed: all-time highs followed by stabilization. Short-term, consolidation phases are increasing: moving averages are holding, trends remain bullish, and corrections are moderate.
Our advice: do not give in to euphoria, but prepare the next steps methodically.
- Add on pullbacks, in key zones,
- Partially reduce on highs,
- Watch for signals on the strongest cryptos,
- Keep some cash available to seize opportunities if the market resumes.
“In active management, the idea is not to anticipate at all costs, but to manage your exposure calmly. You can’t always sell at the top or buy at the bottom. The key is to manage your exposure, stay active, and stay in control of your decisions.”
Altcoin Focus: selection, discipline, and timing
With altcoins, selection makes all the difference. Now’s the time to work on your lists, identify relative strength, and be ready to act on technical signals.
- Recent example: on AAVE, active management with 70% exposure reduction, and possible reinvestment if it returns to support.
- Same logic applies to Hyperliquid and others: the priority goes to the strongest cryptos, breaking out of consolidation, capable of outperforming in case of a rally.
“No need to multiply positions: two or three strong assets are enough to make a difference, as long as you work your levels well.”
Perspectives and mindset: vigilance and clear-eyed optimism
We are at a pivotal moment, where it’s better to slow down and get prepared rather than expose yourself blindly. The preferred scenario remains a continuation of the bullish trend, especially for Ether, as long as macroeconomic fundamentals remain supportive. However, volatility is likely to remain high in the coming weeks, with various releases, central bank decisions, and high expectations in equities and crypto markets.
Stay selective, stay patient, and keep the big picture in mind.
Conclusion
Active management is once again an essential pillar in crypto.
The market offers great opportunities… as long as you don't rush.
Take a gradual approach, watch your signals, and keep a cool head. The future is prepared today: the key is to be ready, not to be everywhere at once.
Thank you all for your loyalty.
Enjoy the summer, and don’t forget: the future belongs to those who can adapt.
See you soon for more market updates at interactivtrading.com!
https://www.youtube.com/watch?v=fDmsV0dxxcY
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Xavier Fenaux
July 30, 2025